Webinars

Market Commentary: Why Markets May Say Yes to November

Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion  The incredible rally continues, justified by some spectacular earnings result …

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Facts Vs Feelings Take 5 – What Happens if the Fed Cuts?

In the latest Take 5, with markets at all-time highs and inflation showing mixed signals, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the Fed’s dual mandate, historical patterns of rate cuts, and what this could mean for investors. …

Your Social Security Game Plan

Have you given much thought to your strategy for Social Security benefits? It’s good to have a plan in place to help you make the most of this program. But you may have questions.

Facts Vs Feelings Take 5 – Are Tariffs Causing Inflation?

In the latest Take 5, with hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, we break down the latest CPI and PPI reports, the ways tariffs are passed on to consumers, and their potential impact on Federal Reserve rate decisions. They also touch on …

Social Security Taxation Worksheet

Did you know that your Social Security benefits can be taxed? That’s right, as much as 85% of your Social Security benefits—money that you put away over your entire career—could be subject to taxation when you receive the benefits in retirement. This worksheet helps you figure out if …

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